Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun too! If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

For now, al events will be virtual, but we look forward to meeting you in person at some point as well!

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

April 29, 2021

1:00p - 2:00p

Online seminar via zoom on April 29th

Taxes and income in retirement

Minimizing taxes in retirement How to calculate how much you will spend in retirement What are the risks associated with your current portfolio How to protect your nest egg from fluctuations in the market How to make sure you don't run out of money

March 18, 2021

1:00p - 2:00p

Online seminar via zoom on March 18th

Creating Reliable Income & Minimizing Taxes in Retirement

How to calculate how much you will spend in retirement What are the risks associated with my current portfolio How to protect your nest egg from fluctuations in the market How to make sure you don't run out of money How to minimize taxes in retirement

March 16, 2021

1:00p - 2:00p

Online seminar via zoom on March 16th

What Baby Boomers need to know about retirement (copy)

Will Social Security be there for me? How much can I expect to receive? When should I apply for Social Security? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

February 4, 2021

1:00p - 2:00p

Online seminars via zoom on February 4th

What Baby Boomers need to know about retirement

Will Social Security be there for me? How much can I expect to receive? When should I apply for Social Security? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

November 18, 2020

5:00p - 6:00p

Online seminar via zoom on November 16th

5 Years until retirement - How do I get my investments ready? (copy)

5 years until retirement, what do I do? Liquid investments Safe investments Growth strategies Retirement buckets

November 17, 2020

Online seminars via zoom on November 17th.

5 Years until retirement - When should I take Social Security? (copy)

Will Social Security be there for me? How much can I expect to receive? When should I apply for Social Security? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

November 16, 2020

5:00p - 6:00p

Online seminar via zoom on November 16th

5 Years until retirement - How do I get my investments ready?

5 years until retirement, what do I do? Liquid investments Safe investments Growth strategies Retirement buckets

November 12, 2020

5:00p - 6:00p

Online seminars via zoom on November 12th.

5 Years until retirement - When should I take Social Security?

Will Social Security be there for me? How much can I expect to receive? When should I apply for Social Security? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

October 15, 2020

4:00p - 5:00p

Online seminars via zoom on October 6th and 8th at 4:00 pm

What Baby Boomers need to know about retirement (copy) (copy) (copy) (copy) (copy)

Will Social Security be there for me? How much can I expect to receive? When should I apply for Social Security? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

October 13, 2020

4:00p - 5:00p

Online seminars via zoom on October 6th and 8th at 4:00 pm

What Baby Boomers need to know about retirement (copy) (copy) (copy) (copy)

Will Social Security be there for me? How much can I expect to receive? When should I apply for Social Security? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

October 8, 2020

4:00p - 5:00p

Online seminars via zoom on October 6th and 8th at 4:00 pm

What Baby Boomers need to know about retirement (copy) (copy) (copy) (copy)

Will Social Security be there for me? How much can I expect to receive? When should I apply for Social Security? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

October 6, 2020

4:00p - 5:00p

Online seminars via zoom on October 6th and 8th at 4:00 pm

What Baby Boomers need to know about retirement (copy) (copy) (copy)

Will Social Security be there for me? How much can I expect to receive? When should I apply for Social Security? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

September 10, 2020

5:00p - 6:00p

This will be an online seminar

What Baby Boomers need to know about retirement

Will Social Security be there for me? How much can I expect to receive? When should I apply for Social Security? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Event Registration